Filed February 26, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,951 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,622 | $58,264+682.0% | $86,612+426.0% | $71,457+537.6% |
| Participation rate | 93.7% | 65.0%+28.7pp | 71.7%+22.0pp | 67.9%+25.8pp |
| Annual return | 16.72% | 21.63%-4.9pp | 591.07%-574.3pp | 28.85%-12.1pp |
| Employer contribution / active EE | $17,988 | $2,574+598.8% | $3,022+495.1% | $2,588+595.1% |
| Participant deferral / active EE | $14,459 | $3,436+320.8% | $4,438+225.8% | $4,289+237.1% |
| Admin fee / account holder | $13 | $1,057-98.8% | $5,614-99.8% | $1,587-99.2% |